Winslow Evans & Crocker’s Weyerhaeuser WY Stock Holding History

Winslow Evans & Crocker’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$88K	Buy	2,620 +1,620	+162%	+$48.7K	0.02%	469
2020 Q3	$29K	Buy	+1,000	New	+$27.5K	0.01%	559
2017 Q3	–	Sell	-500	Closed	-$16.8K	–	1257
2017 Q2	$16.8K	Hold	500	–	–	﹤0.01%	786
2017 Q1	$17K	Sell	500 -2,692	-84%	-$87.6K	0.01%	766
2016 Q4	$96K	Hold	3,192	–	–	0.03%	410
2016 Q3	$102K	Hold	3,192	–	–	0.03%	403
2016 Q2	$95K	Hold	3,192	–	–	0.03%	394
2016 Q1	$98.9K	Buy	3,192 +1,992	+166%	+$53.2K	0.03%	370
2015 Q4	$36K	Hold	1,200	–	–	0.01%	597
2015 Q3	$32.8K	Hold	1,200	–	–	0.01%	590
2015 Q2	$37.8K	Hold	1,200	–	–	0.01%	611
2015 Q1	$39.8K	Sell	1,200 -810	-40%	-$28.4K	0.01%	588
2014 Q4	$72.1K	Hold	2,010	–	–	0.02%	471
2014 Q3	$64K	Hold	2,010	–	–	0.02%	508
2014 Q2	$66.5K	Hold	2,010	–	–	0.02%	446
2014 Q1	$59K	Hold	2,010	–	–	0.02%	455
2013 Q4	$63K	Buy	+2,010	New	+$60.1K	0.02%	477

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winslow Evans & Crocker's WY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Weyerhaeuser (WY) stake by 162% in Q4 2020, buying an estimated $48.7K and bringing the position to 2,620 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #469.

Winslow Evans & Crocker first reported a position in WY in Q4 2013 and has held it in 17 quarters since. The position peaked at $102K in Q3 2016. 877 funds tracked by Wall St. Rank hold WY as of Q4 2020.

Winslow Evans & Crocker held 2,620 shares of Weyerhaeuser worth $88K as of Q4 2020.
Winslow Evans & Crocker bought 1,620 Weyerhaeuser shares in Q4 2020, an estimated $48.7K.
Weyerhaeuser made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #469 holding.
Winslow Evans & Crocker first reported a position in Weyerhaeuser in Q4 2013 and has held it in 17 quarters since.
Winslow Evans & Crocker's Weyerhaeuser position peaked at $102K in Q3 2016.
877 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.